Provisioning Fullcast
This article provides information and guidance on setting up your Fullcast instance. If you are just starting with Fullcast, follow these initial steps to establish an integration connection between Salesforce and Fullcast. For any queries, refer to the Salesforce Integration requirements document or contact our customer support team. We are happy to help!
IN THIS ARTICLE:
- Install the Managed Package
- Create a Connected App
- Create an Integration User
- Connect Fullcast and Salesforce
- Run the First Import of Data
- Configure Identity Management
- Add Users and Configure Access and Permissions
- Configure Basic Entities and Fields
- Configure Tenant Settings
- Review Export-Import Settings
- Create Custom Metrics
Note: The first tenant admin is created by support upon the first configuration of your Fullcast environment.
The managed package is not included in the AppExchange and will count towards Salesforce limits. Although there are a few triggers, they are toggled off by default in the custom metadata. Some of the subsequent steps leverage items from the managed package, so it should be installed before proceeding to the next step.
After installing the package, fill in the necessary information to set up the connected app. Once the pre-installation steps are successfully completed, install the package in Salesforce.
Create an API integration user in Salesforce. Assign the user permission sets included in the managed package. These permission sets will allow Fullcast to import the minimum required data.
After installing the package, setting up the connected app, and creating the integration user, you are ready to establish an integration connection between Fullcast and Salesforce. Capture the Consumer Key and Consumer Secret data from Salesforce and provide it in the Motion settings of Fullcast.
Now that your Salesforce connection is established, you'll need to import data from your Salesforce instance. To do this, turn off the "Use Custom Import/Export Jobs" option and work with your Business Partner to set up Xplenty and the connected app.
Configure Identity Management
Multi-factor Authentication is critical to maintaining your company's data security. Before you add users to the Fullcast app, you must complete this step. Fullcast supports two types of identity management:
- Fullcast Identity System: Multi-Factor Authentication
- Single Sign-On Identity Provider: Configuring SSO
- Fullcast Identity Provider (auth.fullcast.io):
- Enterprise Sign-On Identity Provider from the customer's IT infrastructure
- For identity management tasks, such as creating users and resetting passwords, use the Fullcast Tenant Administration or the customer's SSO infrastructure. Fullcast supports Just-In-Time provisioning, so no separate identity management is required specifically for Fullcast.
Fullcast will invite one Tenant Admin during the provisioning process. That Tenant Admin will then need to add additional Tenant Admins. Any Tenant Admin can add Users and configure access and permissions.
In this step, you will add your Data to Fullcast. The Fullcast standard package includes five default entities, each pre-populated with certain mandatory fields necessary for maintaining the integration. You can further customize your entities and fields in this step.
Tenant Settings pertain to tenant-wide items, including Viewing License Counts, People Settings, Fiscal Settings, Details Panel, Grid Settings, Account Families Settings
Review the Export-Import Settings related to your Connections, Export, and Errors.
Consider which metrics you want to have available in Fullcast. Note that you can create metrics for Territories, Teams, and Products. We typically start with Territories for metrics. When it comes to territory metrics, consider what metrics you may want to use in territory balancing, viewing them as summary metrics and including them in reports/dashboards. Here are some common SaaS metrics. Ensure that the entities/fields you will need in order to configure the metrics calculations are available to you in Fullcast (refer back to Step 8. in this article.)
Congratulations! You have successfully completed your tenant setup process. Now you can create your own geographic territories and motion policies to get the Fullcast experience!